QuickBooks Online - Integration Overview

You can turn on the Quickbooks Online integration from within your company's settings.

You can send the following information from Centerpoint to Quickbooks Online;

• Companies
• Projects
• Service Tickets
• Service Invoices

You can receive the following information from Quickbooks Online into Centerpoint;

• Companies
• Project Invoices
• Invoice Payments

Click into the "Integration Settings" to activate your QBO integration:

Here is the ideal configuration for most customers:

Below is an explanation for each section

Synch Companies to Quickbooks:

• When Created in Centerpoint - When you add a company to CP

• When the first Project or Service Ticket is sent - When an opportunity is sold, or when a service ticket is generated will synch with the Customer in QBO.

** You could also select "Never" which would synch nothing.

The synch will first search to see if that customer exists in QBO and if not, it will be created.

Sync Companies from Quickbooks:

• Get New Companies from Quickbooks - Yes or No - If you want customers entered into QBO to be entered into CP
• Get Company Changes - If a change was made in QBO such as "Address change" that would update CP.

Sync Projects to Quickbooks:

• Create Projects in Quickbooks - You can do No, When Created, or When Invoiced.                  **When Invoiced is not a usable option at this time however, we are developing an invoice project feature soon and this will become an option. Typically contractors choose "when created" so when a job is created in CP, it gets created in QBO.

• Send Project Changes - If an address or property name is changed, it can be updated in QBO 

Sync Project Invoices from Quickbooks:

• Get New Project Invoices from Quickbooks - If you create an invoice for a job in QBO it will feed into the project within CP. You can find this under the "Invoices" tab in the project.
• Get Project Invoice Changes - If you want a revision made to a project invoice to come into CP, for example, you change the invoice total.
• Delete Invoice when deleted in Quickbooks - If you delete an invoice in QBO do you want it to be deleted in CP?

Sync Service Tickets to Quickbooks:

• Create Service Tickets in Quickbooks - No, When Invoice is Sent, or When Invoiced
• Send Ticket Changes - Yes or no. This is if a change is made, for example, the address

Sync Invoice Transactions from Quickbooks:

• Create Service Tickets in Quickbooks - When created or when sent. 
• Send Service Ticket Invoice Changes - Yes or no. When an invoice amount is changed for example 

Sync Invoice Transactions from Quickbooks:

• Get New Payments from Quickbooks - Yes or No. Payments can come into CP from posted payments on synched service jobs.
• Get Payment Changes - Yes or No. If a payment change was made, do you want that to update CP?
• Delete Transactions when deleted in Quickbooks - Yes or No. Do you want deleted transactions to be deleted in CP?

Line items on Invoices:

Currently, the service invoices will create a single line item on the QBO side. This will change into multi-line items as our integrations improve. Choose the same item across all lines:

***NOTE: If you have a company in QB that is also set up as a vendor in QB the system will not sync service invoices. Please make sure the vendor name is somehow different than the company name. (i.e. adding (vendor) to the end of the vendor record)

For further assistance on this, please email [e-mail].